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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

HaloCSM is an integrated customer management platform built to support sales, marketing, service, and customer relationship management from a single application. Rather than requiring organizations to purchase separate modules for different departments, HaloCSM combines pipelines, campaigns, ticketing, reporting, knowledge, portals, and automation in one environment. Sales teams can capture and score new leads, automatically route prospects, manage multiple pipelines, and generate weighted forecasts. Workflow automation can trigger tasks, approvals, and follow-ups as opportunities move through different stages of the sales process. Marketing and service teams can use the same customer record to view emails, campaign activity, deals, support tickets, and other interactions throughout the relationship. AI functionality is incorporated into the platform to assist with automation, productivity, and customer-facing workflows. Administrators can configure fields, pipelines, dashboards, and automations without depending heavily on outside consultants or custom development. HaloCSM also supports integrations with email, telephony, ERP, accounting, collaboration, and other business systems through APIs, webhooks, and native connections. Security, governance, multiple deployment options, audit capabilities, and compliance features make the platform suitable for organizations that need a scalable customer management system with broad operational coverage.

Description

Enhance the productivity of agents and facilitate seamless self-service options by collecting and disseminating pertinent, current information. By utilizing the SAP Knowledge Central solution from NICE, organizations can optimize support operations and boost customer loyalty through consistent delivery of the latest product and service updates across various platforms. Self-service capabilities can be conveniently accessed via portals, search engines, community forums, and additional channels. Customer service representatives benefit from contextual knowledge support, which aids in delivering efficient service. The solution also features integrated reporting tools that help pinpoint significant customer behaviors and search patterns. With seamless integration into SAP Service Cloud, businesses can achieve rapid resolutions to customer inquiries. By ensuring that clients receive the appropriate information at the right time and place, overall customer satisfaction can be significantly enhanced. Furthermore, creating content that is optimized for search engines will enable the quickest access to vital information. By effectively decreasing contact volumes, customer service efficiency can be markedly improved, ultimately allowing for quicker resolution of customer issues through smart, contextual knowledge management. This approach not only addresses immediate concerns but also fosters long-term customer relationships.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Active Directory
Autotask PSA
Cisco CX Cloud
Device42
Facebook
Facebook Ads
HaloITSM
HubSpot CRM
Jira
Mattermost
Microsoft 365
Microsoft Intune
QuickBooks Online
SAP Service Cloud
ServiceNow
Sherweb
Shopify
Splunk Cloud Platform
bvoip
reCAPTCHA

Integrations

Active Directory
Autotask PSA
Cisco CX Cloud
Device42
Facebook
Facebook Ads
HaloITSM
HubSpot CRM
Jira
Mattermost
Microsoft 365
Microsoft Intune
QuickBooks Online
SAP Service Cloud
ServiceNow
Sherweb
Shopify
Splunk Cloud Platform
bvoip
reCAPTCHA

Pricing Details

£40 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

HaloCSM

Country

United Kingdom

Website

www.usehalo.com

Vendor Details

Company Name

SAP

Founded

1972

Country

Germany

Website

www.sap.com/products/knowledge-management.html

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Product Features

Knowledge Management

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

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